Global Financial Private Client’s iShares MSCI Mexico ETF EWW Stock Holding History

Global Financial Private Client’s Portfolio EWW Stock Details EWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,860	Closed	-$145K	–	666
2021 Q4	$145K	Buy	2,860 +13	+0.5%	+$628	0.07%	164
2021 Q3	$138K	Buy	2,847 +1,634	+135%	+$80.2K	0.07%	161
2021 Q2	$58.2K	Buy	+1,213	New	+$57.2K	0.03%	229

Other funds holding EWW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Global Financial Private Client's EWW Position: Q1 2022 in Review

Global Financial Private Client sold out of iShares MSCI Mexico ETF (EWW) in Q1 2022, closing a stake of 2,860 shares — an estimated $145K sold.

Global Financial Private Client first reported a position in EWW in Q2 2021 and held it in 3 quarters. The position peaked at $145K in Q4 2021. 157 funds tracked by Wall St. Rank hold EWW as of Q1 2022.

Global Financial Private Client reported no remaining iShares MSCI Mexico ETF position as of Q1 2022 after selling out during the quarter.
Global Financial Private Client sold 2,860 iShares MSCI Mexico ETF shares in Q1 2022, an estimated $145K.
Global Financial Private Client first reported a position in iShares MSCI Mexico ETF in Q2 2021 and held it in 3 quarters.
Global Financial Private Client's iShares MSCI Mexico ETF position peaked at $145K in Q4 2021.
157 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2022.

Based on Global Financial Private Client's 13F filing for Q1 2022, filed 16 May 2024.